Position in CAT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$386,110
+$73,896 QoQ
Shares Held
545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $396,554 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.4% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,110 | 545 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $312,214 | 545 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $212,331 | 445 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $172,753 | 445 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $146,761 | 445 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $161,428 | 445 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $174,048 | 445 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $148,229 | 445 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $163,061 | 445 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $131,573 | 445 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $107,835 | 395 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $97,189 | 395 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||